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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
826
HBK Sorce Advisory
Pennsylvania
-$250K -5,029 Closed
CW
827
CreativeOne Wealth
Kansas
-$237K -4,769 Closed
SFA
828
Sequoia Financial Advisors
Ohio
-$229K -4,599 Closed
PWMG
829
Pinnacle Wealth Management Group
Michigan
-$227K -4,560 Closed
CG
830
Caprock Group
Idaho
-$229K -4,549 Closed
AWA
831
Arete Wealth Advisors
Illinois
-$215K -4,445 Closed
CPC
832
Congress Park Capital
New York
-$219K -4,400 Closed
BIM
833
Baldwin Investment Management
Pennsylvania
-$215K -4,326 Closed
EIP
834
Epoch Investment Partners
New York
-$213K -4,278 Closed
1SB
835
1ST Source Bank
Indiana
-$210K -4,229 Closed
WA
836
Wealth Architects
California
-$208K -4,177 Closed
MFG
837
MidWestOne Financial Group
Iowa
-$207K -4,160 Closed
NP
838
NorthRock Partners
Minnesota
-$201K -4,031 Closed
WP
839
WealthShield Partners
North Carolina
-$177K -3,566 Closed
KFP
840
KB Financial Partners
New Jersey
-$147K -2,962 Closed
BAM
841
Barrett Asset Management
New York
-$96K -1,920 Closed
TCOV
842
Trust Company of Vermont
Vermont
-$94K -1,875 Closed
ACM
843
Anfield Capital Management
California
-$55K -1,100 Closed
PCTC
844
Perkins Coie Trust Company
Washington
-$46K -920 Closed
AL
845
ADE LLC
Maryland
-$32K -642 Closed
FFG
846
Ford Financial Group
California
-$19K -400 Closed
SL
847
Savior LLC
Massachusetts
-$16K -330 Closed
CPWM
848
Cypress Point Wealth Management
Texas
-$15K -300 Closed
PGWM
849
Parisi Gray Wealth Management
New Jersey
-$12K -244 Closed
VCM
850
Versant Capital Management
Arizona
-$11K -220 Closed